$HIMS Guide was up despite weak Q1. Selling here is crazy, that just means more acceleration into H2 2026. With Eucalyptus, we are looking at over $1B revenue in Q4 with 80% yoy growth. $HIMS should re-rate hard going into 2027.
@himshouse Something interesting, they are now also going to have Ozempic on the platform. This wasn’t in the previous deal they had. $HIMS now going to be serving the diabetes market? Does this check out?
$HIMS is probably one of the best deals on the market right now.
Let’s say they hit $6.5B revenue in 2030 as guided, legal overhang is gone, and they trade at 5x P/S.
That’s a 10x from here.
@hypergrowth102 I think this move will age well. $HIMS would be almost a 10 bagger to reach $ASTS valuation. Wouldn’t be surprised to see $HIMS have more revenue and profit than $ASTS 5 years from now.
@alc2022@AndrewDudum If $HIMS can prove this in court, it could trigger “patent misuse”. In that case, Novo will get huge fines, potential criminal charges, and their patent may become unenforceable for some period of time.
To everyone upset at $HIMS management for overstepping and “causing a lawsuit”, a 252 page lawsuit of this calibre cannot be drafted over the weekend. Novo was planning to sue regardless. As soon as they saw the FDA pressure HIMS, they doubled down increase the pressure.
🚨 NOVO NORDISK vs. $HIMS & HERS
The lawsuit is 252 pages
Filed in the US District Court for the District of Delaware
It is a patent-only lawsuit; Novo is NOT suing for trademark or advertising issues
The patent at issue is U.S. Patent No. 8,129,343 ('343 patent) -- Novo's "crown jewel" semaglutide patent
Novo's main allegation is that Hims is marketing and selling compounded products containing semaglutide:
- "Compounded GLP-1" (weekly injection)
- "Compounded GLP-1 Microdose" (weekly injection)
- "Compounded GLP-1 Pill" (daily oral)
Novo is making 3 legal claims:
(1) Direct infringement: Novo claims Hims is selling/offering products Novo says are covered by Novo’s semaglutide patent
(2) Induced infringement: Novo claims Hims is encouraging others -- pharmacies/providers/patients -- to make, use, and sell the same products
(3) Willful infringement: Novo claims Hims kept going even after being warned, cites a notice letter dated Feb 8
Novo is asking the court to:
- Rule that Hims infringed (and did so willfully)
- Issue a permanent stop order (injunction) blocking Hims from selling semaglutide
- Award money damages (at least a royalty), plus interest and potentially a detailed accounting of sales
- Award extra damages if willfulness is proven
- Award attorneys' fees
- Jury trial
$HIMS has some balls. Leadership taking big swings and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. Often in the gray areas...seeing that now with the $nvo lawsuit.
Move fast and break things. All the hyper growth players looked reckless early on...and made stupid mistakes when trying to really lift off.
$hood halted trading during the $gme saga. $uber launched in cities without approval and got banned. States called $dkng "illegal gambling" in the early days.
$HIMS is in its emotional teenage years trying to figure things out while making mistakes along the way.
I'm not involved at the moment...and it's gonna be very volatile for awhile, but I think this can be an asymmetric long term opp here at $18. Just my 2c
After carefully reviewing the events that happened the past week, 2 things are very clear to me.
1. $HIMS is ready to go to war with $NVO
2. $HIMS wants to work with the FDA, not against it
Both are good things as a shareholder imo.
$HIMS The last time I saw this many people exit their position was when there was some controversial comments made by the CEO. Funny enough, that was also a bottom. The stock proceeded to do a 4x from there in a relatively short period of time.
$HIMS launches an oral GLP1 pill for $50/mo undercutting $NVO right before their Super Bowl commercial emphasizing the “Health-Wealth Gap". Demand is going to be insane.
See you all at ATHs in a few months 🫡